Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

AJ Bell launches multi-asset passive range

AJ Bell launches multi-asset passive range

AJ Bell has launched a suite of multi-asset passive funds to meet rising appetite for low-cost portfolios.

The risk rated portfolios’ ongoing charges will be capped at 0.5%.

Investors’ will be able to choose between five risk profiles - cautious, moderately cautious, balanced, moderately adventurous, adventurous.

The range will be run by AJ Bell’s investment team including head of fund selection Ryan Hughes and head of investments Leon Diamond, .

‘Advisers are increasingly turning to passive investment solutions to keep costs low for their clients and many are choosing to outsource investment management to third parties so they can focus on their core financial planning services,’ said chief executive Andy Bell (pictured).

He added the firm has decided to waive its platform fee until at least January 2019.

Last week, discretionary manager Copia Capital Management launched a range of exchange-traded fund (ETF) managed portfolios purpose-built for retirement income.

In February, Brewin Dolphin launched a range of risk-rated passive fund portfolios.

 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play Insight's Waddington reveals infrastructure plays post-Carillion

Insight's Waddington reveals infrastructure plays post-Carillion

Post-Carillion Steve Waddington is still finding attractive plays in infrastructure.

1 Comment Play Mark Stevenson: oil is the dumbest place to put your money

Mark Stevenson: oil is the dumbest place to put your money

Futurist Mark Stevenson says that investing in oil is not just a risk to the environment but also your investment.

Play Boutique tapes: my business will never be sold

Boutique tapes: my business will never be sold

In the final part of our four part series we discuss consolidation and whether it's getting tougher for boutiques to survive.

Read More
Your Business: Cover Star Club

Profile: how this boutique beat the big guns of wealth

Profile: how this boutique beat the big guns of wealth

This small west country offshoot of a local IFA scooped a 2018 Citywire award from beneath the noses of the national challengers

Wealth Manager on Twitter